Sipp / Ssas Pension Administrator
Full job description
North Oak Recruitment Ltd
Salary: £30,000 – £36,000 per year
SIPP / SSAS Administrator – Pensions – Leicestershire (AL535)
c£25,000 – £30,000 + benefits
My client is an established Wealth Management & Pensions company, and they are now looking to appoint an experienced SIPP/ SSAS Administrator for their Leicestershire based offices.
The role involves the general day to day administration of SIPPs (self invested personal pensions) and SSAS (Small Self Administered Schemes) to include:
Producing quotes
Establishing new Schemes
Dealing with general enquiries
Liaising with clients/IFAs/professional advisers/investment companies
Dealing with incoming post, benefit crystallisation and calculation of pension, receiving contributions and transfer values
Placing investments, reconciling bank statements, monitoring cash flow, updating paper and computer records
Property purchase and administration
Valuations
Fee collection
Annual review and audit
Preparing pre and at retirement packs
Requirements for the Role:
Understanding of SIPP PRO and/or SSAS Pro will be an advantage
Understanding of SIPPs and / or SSAS and the tax regime in which they operate
Understanding of FSA compliance rules relating to SIPPs and SSASs and packaged products
If you have previous SIPP or SSAS Administration experience, then please below or contact Angela Liscombe for a confidential discussion.
To apply for this job please visit definitejobs.co.uk.